TD Private Client Wealth’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

TD Private Client Wealth’s Portfolio RWO Stock Details RWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-64	Closed	-$3.04K	–	1343
2024 Q3	$3.04K	Hold	64	–	–	﹤0.01%	1146
2024 Q2	$2.66K	Hold	64	–	–	﹤0.01%	1122
2024 Q1	$2.74K	Hold	64	–	–	﹤0.01%	1116
2023 Q4	$2.8K	Hold	64	–	–	﹤0.01%	1140
2023 Q3	$2.44K	Buy	64 +11	+21%	+$451	﹤0.01%	1145
2023 Q2	$2.18K	Hold	53	–	–	﹤0.01%	1165
2023 Q1	$2.18K	Hold	53	–	–	﹤0.01%	1152
2022 Q4	$2.17K	Hold	53	–	–	﹤0.01%	1113
2022 Q3	$2.05K	Hold	53	–	–	﹤0.01%	1109
2022 Q2	$2.34K	Hold	53	–	–	﹤0.01%	1121
2022 Q1	$2.86K	Sell	53 -9	-15%	-$476	﹤0.01%	1135
2021 Q4	$3.5K	Hold	62	–	–	﹤0.01%	969
2021 Q3	$3.17K	Hold	62	–	–	﹤0.01%	993
2021 Q2	$3.19K	Hold	62	–	–	﹤0.01%	999
2021 Q1	$2.93K	Buy	+62	New	+$2.83K	﹤0.01%	972

Other funds holding RWO

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return

TD Private Client Wealth's RWO Position: Q4 2024 in Review

TD Private Client Wealth sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q4 2024, closing a stake of 64 shares — an estimated $3.04K sold.

TD Private Client Wealth first reported a position in RWO in Q1 2021 and held it in 15 quarters. The position peaked at $3.5K in Q4 2021. 211 funds tracked by Wall St. Rank hold RWO as of Q4 2024.

TD Private Client Wealth reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q4 2024 after selling out during the quarter.
TD Private Client Wealth sold 64 State Street SPDR Dow Jones Global Real Estate ETF shares in Q4 2024, an estimated $3.04K.
TD Private Client Wealth first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2021 and held it in 15 quarters.
TD Private Client Wealth's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $3.5K in Q4 2021.
211 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q4 2024.

Based on TD Private Client Wealth's 13F filing for Q4 2024, filed 11 Feb 2025.